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450 West 33Rd Street Floor 11, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-05 |
| TX | RA | APPROVED | 2018-06-21 |
Branch Locations
450 West 33Rd Street Floor 11, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 02/2016 | 04/2017 |
| Betterment | New York | NY | 10/2017 | Present |
| Unemployed | New York | NY | 04/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-01 |
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